Welcome from Legacy Philanthropy Group!

Help us learn a little bit about you. Take just a couple of minutes to tell us a few things about yourself, your firm, and your typical client engagement practices.  

Once you complete your Opportunity Audit, we will reach out to arrange a time for your complimentary 30 minute consultation.  We look forward to getting to know you and your firm even better, and we'll share some observations and suggestions on how you might leverage the philanthropic conversation to build deeper, broader, and more enduring client relationships.

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* 1. Contact Information

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* 2. How did you hear about us? 

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* 3. What type of advisor are you?

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* 4. I play an important role in my client's charitable giving.

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* 5. When gathering client data and goals, I initiate a conversation with my clients about philanthropy.

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* 6. Reducing the tax burden is most often the primary motivator for my clients' charitable giving.

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* 7. I am knowledgeable about philanthropic planning tools and techniques, and lead with them in client discussions around giving.

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* 8. I encourage my clients to wait until they have a baseline of liquid assets before seriously considering charitable gifts.

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* 9. I feel comfortable discussing personal values, family traditions, and charitable goals with my clients.

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* 10. My conversations with clients regarding giving typically include multiple family members.

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* 11. I have good resources and a clearly defined approach for working with clients (and their families) who are passionate about charitable giving.

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* 12. I am knowledgeable and informed about the issues and trends that impact philanthropic giving.

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* 13. I actively pursue my own personal charitable giving and community service.

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* 14. I view my own personal philanthropy as a part of my professional brand.

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* 15. I am eager to explore new fresh ideas on how I might build more resilient, multi-generational relationships with the families I serve.

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